1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
1151
Marotta Asset Management
Virginia
$577K
PCMC
1152
Paragon Capital Management (Colorado)
Colorado
$575K -$287K -1,600 -33%
NGA
1153
Naples Global Advisors
Florida
$573K -$3.77K -21 -0.7%
PWM
1154
Perigon Wealth Management
California
$572K +$40.2K +224 +8%
SW
1155
SkyOak Wealth
Michigan
$568K -$11K -61 -2%
TPW
1156
Talon Private Wealth
Florida
$566K +$566K +3,148 New
WCA
1157
Waypoint Capital Advisors
Minnesota
$560K +$9.16K +51 +2%
PCM
1158
Pointe Capital Management
Michigan
$557K
CT
1159
Clearstead Trust
Maine
$557K -$9.34K -52 -2%
LCGC
1160
Legacy Capital Group California
California
$556K -$2.16K -12 -0.4%
CWS
1161
Confluence Wealth Services
Pennsylvania
$556K -$210K -1,167 -27%
OWP
1162
Obermeyer Wealth Partners
Colorado
$553K
RP
1163
Riverbridge Partners
Minnesota
$553K
IWM
1164
IHT Wealth Management
Illinois
$551K +$132K +735 +32%
WIS
1165
Wright Investors Service
Connecticut
$550K -$559K -3,111 -50%
EP
1166
Edgestream Partners
New Jersey
$546K -$2.57M -14,282 -82%
SPI
1167
Santori & Peters Inc
Pennsylvania
$546K +$1.62K +9 +0.3%
KOCAA
1168
Knights of Columbus Asset Advisors
Connecticut
$544K +$2.87K +16 +0.5%
PCMC
1169
Private Capital Management (Colorado)
Colorado
$544K +$544K +3,028 New
AR
1170
Apeiron RIA
Texas
$541K +$8.98K +50 +2%
RCM
1171
Raleigh Capital Management
North Carolina
$540K +$13.5K +75 +3%
PA
1172
Promethium Advisors
Maryland
$539K +$539K +3,000 New
VA
1173
Valmark Advisers
Ohio
$538K +$147K +820 +38%
EP
1174
EPIQ Partners
Minnesota
$535K -$79.6K -443 -13%
FNFDCM
1175
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$533K